Critical Analysis: Entegris (ENTG) vs. MACOM Technology Solutions Holdings (MTSI)
Entegris (NASDAQ: ENTG) and MACOM Technology Solutions Holdings (NASDAQ:MTSI) are both mid-cap computer and technology companies, but which is the better stock? We will compare the two businesses based on the strength of their dividends, institutional ownership, risk, valuation, earnings, profitability and analyst recommendations.
This is a summary of recent ratings and target prices for Entegris and MACOM Technology Solutions Holdings, as reported by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|MACOM Technology Solutions Holdings||0||1||4||0||2.80|
Entegris presently has a consensus target price of $27.14, suggesting a potential upside of 14.05%. MACOM Technology Solutions Holdings has a consensus target price of $55.60, suggesting a potential upside of 40.16%. Given MACOM Technology Solutions Holdings’ stronger consensus rating and higher possible upside, analysts clearly believe MACOM Technology Solutions Holdings is more favorable than Entegris.
Risk and Volatility
Entegris has a beta of 1.47, meaning that its share price is 47% more volatile than the S&P 500. Comparatively, MACOM Technology Solutions Holdings has a beta of 1.32, meaning that its share price is 32% more volatile than the S&P 500.
Earnings and Valuation
This table compares Entegris and MACOM Technology Solutions Holdings’ top-line revenue, earnings per share and valuation.
|Gross Revenue||Price/Sales Ratio||EBITDA||Earnings Per Share||Price/Earnings Ratio|
|Entegris||$1.25 billion||2.70||$298.17 million||$0.84||28.33|
|MACOM Technology Solutions Holdings||$685.09 million||3.72||$136.09 million||($2.50)||-15.87|
Entegris has higher revenue and earnings than MACOM Technology Solutions Holdings. MACOM Technology Solutions Holdings is trading at a lower price-to-earnings ratio than Entegris, indicating that it is currently the more affordable of the two stocks.
This table compares Entegris and MACOM Technology Solutions Holdings’ net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|MACOM Technology Solutions Holdings||-22.43%||17.21%||7.73%|
Institutional & Insider Ownership
97.2% of Entegris shares are held by institutional investors. Comparatively, 75.1% of MACOM Technology Solutions Holdings shares are held by institutional investors. 1.7% of Entegris shares are held by insiders. Comparatively, 42.3% of MACOM Technology Solutions Holdings shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.
Entegris beats MACOM Technology Solutions Holdings on 8 of the 13 factors compared between the two stocks.
Entegris, Inc. is a global developer, manufacturer and supplier of microcontamination control products, specialty chemicals and materials handling solutions for manufacturing processes in the semiconductor and other high-technology industries. The Company operates in three business segments: Specialty Chemicals and Engineered Materials (SCEM), Advanced Materials Handling (AMH) and Microcontamination Control (MC). The SCEM segment provides process chemistries, gases, materials and delivery systems to support semiconductor and other manufacturing processes. The AMH segment develops solutions to monitor, protect, transport, and deliver critical liquid chemistries and substrates for a set of applications in the semiconductor industry and other high-technology industries. AMH offers wafer solutions, chemical containers and fluidics. MC offers solutions to purify critical liquid chemistries and gases used in semiconductor manufacturing processes and other high-technology industries.
About MACOM Technology Solutions Holdings
MACOM Technology Solutions Holdings, Inc. is a provider of high-performance analog semiconductor solutions that enable Internet applications, the cloud-connected applications economy, and the networked battlefield across the radio frequency (RF), microwave, millimeterwave and photonic spectrum. It has multiple design centers, silicon, gallium arsenide and indium phosphide fabrication, manufacturing, assembly and test, and operational facilities throughout North America, Europe, Asia and Australia. It also offers foundry services. It offered a portfolio of over 4,500 standard and custom devices, which include integrated circuits, multi-chip modules, power pallets and transistors, diodes, amplifiers, switches and switch limiters, passive and active components and complete subsystems, across more than 40 product lines serving three primary markets, as of September 30, 2016. The Company’s products are RF Power Products, Optoelectronics and Photonic Solutions, among others.
Receive News & Ratings for Entegris Inc. Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Entegris Inc. and related companies with MarketBeat.com's FREE daily email newsletter.